+358.8%
APP vs UUUU
+118.2%
+240.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.9% |
| 7D | +0.1% | +2.8% | -2.7% | -0.7% |
| 30D | -10.0% | +3.4% | -13.4% | -11.3% |
| 3M | -44.6% | -3.9% | -40.8% | -44.8% |
| 6M | -37.9% | -23.2% | -14.7% | -35.3% |
| YTD | -53.7% | +0.6% | -54.2% | -56.4% |
| 1Y | -43.0% | +22.9% | -65.8% | -52.4% |
| 3Y | +640.8% | +98.6% | +542.1% | +374.8% |
| 5Y | +358.8% | +130.2% | +228.6% | +187.3% |
| All | +358.8% | +118.2% | +240.6% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling